Looking beyond the headline yield

Dan Roberts, Portfolio Manager of the Fidelity Funds Global Dividend Fund will discuss how his astute stock selection process is yielding opportunities across global markets. His focus on sustainable dividends has successfully delivered a return of 31.7% and ensured the Fidelity Funds Global Dividend Fund is firmly 1st quartile since launch. What’s his outlook for dividends globally? And in which stocks has Dan taken a look beyond the headline yield to build greatest conviction? Find out in this live webcast.

Join this presentation where Rory will discuss valuations and business cycles across core asset classes and future returns these imply.

Discussion points will include:
· Quick re-cap on 2016: what’s changed and what does this imply for core asset classes
· What are the big themes for next year?
· What is the “right” portfolio mix for next year?
o What are valuations like
o What are the risks
o Where are the best opportunities

Is this this beginning of the end of QE? Will interest rates finally end their continuous downward march? What happens to equity markets if they do? Listen to our 2017 Investment Outlook, “Beyond the Shadow of QE”, to find out how to take advantage of the changing landscape with Daniel Morris, Senior Investment Strategist.

Francis Scotland, Brandywine Global’s Co-Director of Global Macro Research, discusses why cyclical and secular forces around the globe are transitioning the world economy to a period of slow but gradual improvement in global growth, an outcome at odds with developed country bond markets that seem priced for something far worse.

How does a fixed income investor survive and thrive in a zero interest rate world? Rob Vanden Assem and Jonathan Davis from the PineBridge Developed Markets Fixed Income team present an interactive exploration into today’s shifting fixed income markets. Where are the opportunities now, and how can investors position their portfolios to benefit whilst avoiding undue risk. Join them as they reveal their prognosis for the future of fixed income.

Because bonds are a natural hedge of other asset classes such as equities but it means that you MUST favour high-quality bonds only, with good liquidity and without high correlation to equities in order to deliver positive performance when stock markets are in negative territory.

2. What are the asset classes that should be favoured?

In EUR, we favour APP (Asset Purchase Program) bonds (Govies + PSPP + CSPP), i.e. bonds bought by the ECB (EUR 80 billion/month) and in USD, we stay overweight long US Treasuries (both 30y nominal bonds and TIPS which are inflation-linked). In USD, we also favour high quality emerging bonds (but high quality only). We avoid any kind of bonds which eventually behave like equities in bear markets (high yield, deeply subordinated bank debt).

This 30-minute webcast will dissect the outcome of the previous day’s historic US presidential election and provide clarity and likely consequences of the outcome.

Topics to be discussed include:

- Our thoughts on the incoming president’s economic agenda and surprises from election day.
- How do we expect policy issues such as trade and immigration to be effected?
- Will the outcome trigger volatility?
- How do we expect stock prices and bond yields to move as a result of the election?
- What possible implications do we see for particular sectors?

As we move towards 2017 we all need to consider what our businesses will look like in this new landscape. It's vital we all have an action plan to take our ideas forward. In the first of a three part series, Panacea Adviser and Glassagh consulting will look at how you can:

- Define the key opportunities for you and your clients in 2017
- Set yourself the goals to take your business forward and most importantly
- Start to draft your 2017 business action plan

This 30 minute session and is one not to miss and can help any business no matter their experience.

Technology is streamlining banking process and changing relationships so much that traditional infrastructures and ways of making money are increasingly challenged across retail, corporate/commercial and institutional banking.

Join this session where our panel of experts will discuss:
-What effect is new regulation having on the traditional financial services and new players?
- Can big banks become API businesses and remain profitable?
-What do ‘sharing economies’ look like for financial services?

Spend an hour with George Kinder as he leads a group meditation and discusses how to continue developing a mindfulness practice for yourself. There will be time for Q&A and discussion.

Can’t Miss Takeaways -

- You will:Learn the daily practice of Mindfulness and how it delivers practical benefits.
- Have access to an audio guide to a daily Mindfulness practice.
- Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness and The Art of Inner Listening.

Data visualisation is a discipline that uses graphs and charts to easily communicate large chunks of data into easily digestible formats.

When it comes to personal finance, data visualization has been used to create useful dashboards where users can keep track of their spending, income, and budgeting.

Join this session where we will discuss:

-Why is data visualization so useful when it comes to personal finance?
-What are the best data viz tools/apps for personal finance?
-What are customers missing from banks that personal finance fintechs are able to provide?
-What are the best practice tips for using dashboards and apps to improve personal finance?
-What are some common mistakes people make when managing their personal finances?
-What are some common misconceptions of data visualization?

The pension freedoms have created a great opportunity for clients to access their accumulated wealth. OMGI’s presentation will consider what advisers/clients fear most in deriving an income strategy in retirement
• Running out of money – exhausting the pension pot – risk of ruin
• Their ability to sustain their existing levels of consumption given increasing life expectancy
• The effects of inflation on the future purchasing power of their wealth
• The ability to pass any wealth down the generations

Aram Compton, Fund Manager of the Sarasin GlobalSar fund range, explores how economic growth relates to investment returns and in what way multi-asset portfolios can be balanced for this generation and the next.

In this session Rory McPherson will discuss the changing landscape of Multi Asset Investing and whether we still expect it to be a key driver of returns in a post Brexit world. He will review where the returns have come from and focus on what future returns might look like and where they’ll be found.

We look forward to you joining our call on 13th September with Rory McPherson, Head of Investment Strategy, Psigma Investment Management.

Six veteran investors explain how they cut through the clutter of sensationalism and pseudo-analysis that litter the landscape of today's financial journalism. The webinar is accompanied by a 30-page slide deck with embedded links. The content is based on an article published by the CFA Institute in July of 2016, and the authors will discuss and debate their approaches.

From Ireland to Portugal to Greece, and from Spanish real estate to Italian bad loans to Brexit -- Europe has been seemingly living from crisis to crisis since 2008. Investment climate remains challenging in many areas, as economic growth, bad debt and the Euro remain key risks.

At least one place in Europe, however, may offer an intriguing investment opportunity: an economy with healthy growth, manageable debt, and a major, non-Euro currency. Welcome to Sweden.

The weeks following the UK’s vote to leave the European Union have seen political upheaval, huge exchange rate movements, central banks signalling further loosening of monetary policy and an initial sell off for European equity markets followed by a normalisation of volatility. But where does that leave the future of European equities? Join Michael Browne, European Equity Long/Short portfolio manager at Martin Currie to find out his views on the future for Europe, protection of capital through the short term uncertainty and how he believes there are still ways for fundamental long/short stock pickers to capture company opportunities and generate returns for clients.

Spend an hour with George Kinder as he leads a group meditation and discusses how to develop a mindfulness practice for yourself. There will be time for Q&A and discussion.

Can’t Miss Takeaways -

- You will:Learn the daily practice of Mindfulness and how it delivers practical benefits.
- Have access to an audio guide to a daily Mindfulness practice.
- Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness and The Art of Inner Listening.

Discussing the ongoing shift in retail to online and mobile channels, and the resulting impact on traditional brick and mortar retailers. Join us on this webinar to find out who is winning and losing vs. Amazon in the market share game, and how the millennial generation is shifting their focus to purchasing experiences over material goods.

Join our panel of portfolio managers – each with a distinct, active, high-conviction approach – as they discuss the current opportunity and outline the techniques they employ to locate resilient sources of growth in today’s challenging US equity market environment.